News and Resources
News Releases
News Release
EBRI/ICI Study Shows Significant Growth in Account Balances for Younger 401(k) Plan Participants Who...
Account balances for consistent 401(k) plan participants rose from year-end 2016 through year-end...
News Release
ICI: Mutual Funds Have Helped Middle Class Families Secure Their Financial Futures
ICI concluded its annual Investment Management Conference this week, after convening senior...
News Release
ICI CEO Pan Promotes Benefits of Funds at Investment Management Conference
Today ICI President and CEO Eric Pan promoted the benefits of funds in front of an audience of...
ICI Viewpoints
What We Learned at the 2023 Investment Management Conference
The 2023 Investment Management Conference (IMC) brought together industry and government leaders to...
ICI Global Kicks Off Brussels Thought Leadership Program
ICI Global is bringing the international voice of the UCITS, ETF, and mutual fund industry to...
Savers Remain Focused on Retirement Goals Through Market Turbulence
US households felt the sting of high inflation in 2022. Sharp increases in consumer prices led to...
2022 ICI Annual Report to Members
Bringing the perspective of funds, their shareholders, directors, and advisers to regulators and policymakers around the world.
The 2022 Investment Company Fact Book Is Here!
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Speeches and Commentaries
ICI President’s Address, 2023 Investment Management Conference
It’s always a pleasure to address members of the most important industry in finance. And it’s a...
IDC Governing Council Chair’s Remarks, 2022 IDC Fund Directors Conference
IDC Governing Council Chair’s Remarks 2022 IDC Fund Directors Conference Cynthia Plouché Chair...
Managing Director’s Opening Remarks, 2022 IDC Fund Directors Conference
Managing Director’s Opening Remarks 2022 IDC Fund Directors Conference Thomas T. Kim Managing...
Videos and Podcasts
Video
Regulated Funds in Europe During the COVID-19 Crisis
When the COVID-19 pandemic hit, economic shutdowns around the world led to turmoil in the financial...
Podcast
Saving for Retirement During Tough Times with Sarah Holden on the Main St. Finance Podcast
In conversation with Alex from Main St. Finance, ICI Senior Director of Retirement and Investor...
Video
ICI President and CEO Eric J. Pan Speaks About ESG on CNBC’s “Power Lunch”
ICI President and CEO Eric J. Pan speaks with CNBC’s “Power Lunch” on climate risk disclosure and...
FAQs
FAQ
Closed-End Funds and Their Use of Leverage: FAQs
This document contains FAQs about closed-end funds, including information related to failed auctions...
FAQ
ESG and Funds: Frequently Asked Questions (pdf)
FAQ
Individual Retirement Accounts (IRAs): FAQs
Frequently Asked Questions About Individual Retirement Accounts (IRAs) What are IRAs? In 1974, the...